Stocks Owned At One Point
278 POSITIONS ON RECORD
ZM Zoom Communications, Inc. SOLD
COIN Coinbase Global, Inc. PURCHASE
CRCL Circle Internet Group PURCHASE
AMZN Amazon.com, Inc. SOLD
CB Chubb Limited SOLD
TEAM Atlassian Corporation SOLD
TTAN ServiceTitan, Inc. PURCHASE
INTC Intel Corp. SOLD
DDOG Datadog, Inc. SOLD
GTLB GitLab Inc. SOLD
AVGO Broadcom Inc. PURCHASE
APP AppLovin Corporation PURCHASE
TSLA Tesla, Inc. PURCHASE
SPOT Spotify Technology S.A. PURCHASE
MCD McDonald's Corporation SOLD
ANET Arista Networks, Inc. SOLD
OKTA Okta, Inc. SOLD
NVDA NVIDIA Corporation PURCHASE
VEEV Veeva Systems Inc. PURCHASE
NU Nu Holdings Ltd. SOLD
MMM 3M Company SOLD
ESTC Elastic N.V. SOLD
SNOW Snowflake Inc. PURCHASE
GWRE Guidewire Software, Inc. SOLD
NFLX Netflix, Inc. SOLD
UNH UnitedHealth Group Incorporated SOLD
CAT Caterpillar Inc. PURCHASE
HSY The Hershey Company PURCHASE
CSGP CoStar Group, Inc. SOLD
KMB Kimberly-Clark Corporation SOLD
KHC The Kraft Heinz Company PURCHASE
LYB LyondellBasell Industries N.V. PURCHASE
SLB Slb N.V. SOLD
ARE Alexandria Real Estate Equities, Inc. SOLD
NUE Nucor Corporation SOLD
XOM Exxonmobil Holdings Corporation SOLD
HAL Halliburton Company SOLD
EMN Eastman Chemical Company SOLD
WY Weyerhaeuser Company SOLD
PFE Pfizer Inc. PURCHASE
INCY Incyte Corporation SOLD
ED Consolidated Edison, Inc. SOLD
GD General Dynamics Corporation SOLD
DXCM DexCom, Inc. PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
GIS General Mills, Inc. PURCHASE
HST Host Hotels & Resorts, Inc. SOLD
IFF International Flavors & Fragrances Inc. SOLD
MPC Marathon Petroleum Corporation PURCHASE
DD DuPont de Nemours, Inc. SOLD
CNC Centene Corp. SOLD
MRK Merck & Co., Inc. SOLD
ELV Elevance Health Inc. SOLD
LMT Lockheed Martin Corporation PURCHASE
MDT Medtronic Plc PURCHASE
WAB Westinghouse Air Brake Technologies Corporation SOLD
BIIB Biogen Inc. PURCHASE
ZTS Zoetis Inc. PURCHASE
MTD Mettler-Toledo International Inc. PURCHASE
IQV IQVIA Holdings Inc. SOLD
AMCR Amcor plc PURCHASE
HUM Humana Inc. SOLD
ZBH Zimmer Biomet Holdings, Inc. SOLD
ABBV AbbVie Inc. PURCHASE
PEP PepsiCo, Inc. SOLD
KO The Coca-Cola Company SOLD
GE GE Aerospace SOLD
WAT Waters Corporation PURCHASE
COP ConocoPhillips PURCHASE
AMD Advanced Micro Devices, Inc. PURCHASE
REGN Regeneron Pharmaceuticals, Inc. PURCHASE
APD Air Products and Chemicals, Inc. PURCHASE
COO The Cooper Companies, Inc. SOLD
GEHC GE HealthCare Technologies Inc. PURCHASE
WM Waste Management, Inc. SOLD
MOH Molina Healthcare, Inc. PURCHASE
LH Labcorp Holdings Inc. PURCHASE
WEC WEC Energy Group, Inc. SOLD
DHR Danaher Corporation SOLD
EOG EOG Resources, Inc. PURCHASE
IDXX IDEXX Laboratories, Inc. PURCHASE
TMO Thermo Fisher Scientific Inc. PURCHASE
YUM Yum! Brands, Inc. SOLD
AEE Ameren Corporation SOLD
BDX Becton, Dickinson and Company PURCHASE
VLO Valero Energy Corporation PURCHASE
CVS CVS Health Corp. SOLD
CRL Charles River Laboratories International, Inc. SOLD
DOW Dow Inc. PURCHASE
A Agilent Technologies, Inc. PURCHASE
BAX Baxter International Inc. PURCHASE
NOC Northrop Grumman Corporation SOLD
TXN Texas Instruments Incorporated PURCHASE
KDP Keurig Dr Pepper Inc. SOLD
OXY Occidental Petroleum Corporation PURCHASE
PPG PPG Industries, Inc. SOLD
META Meta Platforms, Inc. PURCHASE
HOOD Robinhood Markets, Inc. PURCHASE
ONTO Onto Innovation Inc. SOLD
TTD The Trade Desk, Inc. PURCHASE
MSFT Microsoft Corporation PURCHASE
TEM Tempus AI, Inc. PURCHASE
GOOGL Alphabet Inc. SOLD
WDC Western Digital Corporation SOLD (FULL)
TECH Bio-Techne Corporation SOLD (FULL)
SPGI S&P Global Inc. PURCHASE
RCL Royal Caribbean Cruises Ltd. PURCHASE
HD The Home Depot, Inc. SOLD
EXE Expand Energy Corporation PURCHASE
V Visa Inc. PURCHASE
IT Gartner, Inc. SOLD
DVN Devon Energy Corporation PURCHASE
ORCL Oracle Corporation SOLD (FULL)
TFC Truist Financial Corporation SOLD (FULL)
TGT Target Corporation SOLD
CAG Conagra Brands, Inc. SOLD (FULL)
GM General Motors Company PURCHASE
ADI Analog Devices, Inc. PURCHASE
HBAN Huntington Bancshares Incorporated SOLD (FULL)
AMT American Tower Corporation PURCHASE
LLY Eli Lilly and Company SOLD
DIS The Walt Disney Company SOLD (FULL)
DE Deere & Company SOLD
ACN Accenture plc SOLD
TSCO Tractor Supply Company SOLD (FULL)
QCOM QUALCOMM Incorporated SOLD
SYK Stryker Corporation SOLD (FULL)
CME CME Group Inc. PURCHASE
BA The Boeing Company SOLD
NEE NextEra Energy, Inc. SOLD (FULL)
LEN Lennar Corporation SOLD
CVX Chevron Corporation SOLD (FULL)
CHTR Charter Communications, Inc. PURCHASE
JNJ Johnson & Johnson SOLD
TDY Teledyne Technologies Incorporated PURCHASE
PG The Procter & Gamble Company SOLD
UPS United Parcel Service, Inc. PURCHASE
BAC Bank of America Corporation SOLD (FULL)
GDDY GoDaddy Inc. PURCHASE
KKR KKR & Co. Inc. SOLD (FULL)
CMCSA Comcast Corporation PURCHASE
LOW Lowe's Companies, Inc. SOLD (FULL)
AAPL Apple Inc. SOLD
APH Amphenol Corporation PURCHASE
NSC Norfolk Southern Corporation SOLD
EMR Emerson Electric Co. SOLD
AVY Avery Dennison Corporation SOLD (FULL)
MSCI MSCI Inc. PURCHASE
URI United Rentals, Inc. PURCHASE
SRE Sempra PURCHASE
SNPS Synopsys, Inc. SOLD
TEL TE Connectivity plc PURCHASE
ODFL Old Dominion Freight Line, Inc. PURCHASE
ADBE Adobe Inc. PURCHASE
NET Cloudflare, Inc. SOLD (FULL)
KEYS Keysight Technologies, Inc. PURCHASE
LULU Lululemon Athletica Inc. SOLD
DASH DoorDash, Inc. PURCHASE
MA Mastercard Incorporated SOLD
AME AMETEK, Inc. SOLD (FULL)
TTWO Take-Two Interactive Software, Inc. PURCHASE
PTC PTC Inc. SOLD (FULL)
MPWR Monolithic Power Systems, Inc. PURCHASE
VTRS Viatris Inc. SOLD (FULL)
UNP Union Pacific Corporation PURCHASE
ZBRA Zebra Technologies Corporation SOLD
ROK Rockwell Automation, Inc. SOLD
ABNB Airbnb, Inc. SOLD
EW Edwards Lifesciences Corporation PURCHASE
FTV Fortive Corporation PURCHASE
PCAR PACCAR Inc PURCHASE
EQT EQT Corporation PURCHASE
HPQ HP Inc. SOLD
HSIC Henry Schein, Inc. PURCHASE
MCHP Microchip Technology Incorporated PURCHASE
NKE NIKE, Inc. PURCHASE
STX Seagate Technology Holdings plc SOLD (FULL)
DAL Delta Air Lines, Inc. PURCHASE
EIX Edison International SOLD
ES Eversource Energy PURCHASE
FANG Diamondback Energy, Inc. SOLD (FULL)
ALGN Align Technology, Inc. SOLD (FULL)
BR Broadridge Financial Solutions, Inc. PURCHASE
WST West Pharmaceutical Services, Inc. SOLD (FULL)
SMCI Super Micro Computer, Inc. SOLD (FULL)
AMGN Amgen Inc. SOLD (FULL)
MKC McCormick & Company, Incorporated SOLD
GLW Corning Inc PURCHASE
TPL Texas Pacific Land Corporation PURCHASE
CAH Cardinal Health, Inc. PURCHASE
HON Honeywell International Inc. SOLD (FULL)
IVZ Invesco Ltd. SOLD
OMC Omnicom Group Inc. SOLD (FULL)
DELL Dell Technologies Inc. PURCHASE
NXPI NXP Semiconductors N.V. PURCHASE
ADM Archer-Daniels-Midland Company PURCHASE
NDSN Nordson Corporation SOLD (FULL)
BBY Best Buy Co., Inc. SOLD
LRCX Lam Research Corporation SOLD (FULL)
CSX CSX Corporation SOLD
EFX Equifax Inc. PURCHASE
LIN Linde plc SOLD (FULL)
DHI D.R. Horton, Inc. PURCHASE
AMAT Applied Materials, Inc. SOLD (FULL)
PLTR Palantir Technologies Inc. PURCHASE
WDAY Workday, Inc. PURCHASE
DOV Dover Corporation PURCHASE
FSLR First Solar, Inc. SOLD (FULL)
RDDT Reddit, Inc. SOLD (FULL)
NEM Newmont Corporation PURCHASE
SNDK Sandisk Corporation SOLD (FULL)
GNRC Generac Holdings Inc. SOLD
ROP Roper Technologies, Inc. SOLD
CDW CDW Corporation PURCHASE
MRNA Moderna, Inc. SOLD (FULL)
PYPL PayPal Holdings, Inc. PURCHASE
RVTY Revvity, Inc. SOLD (FULL)
DRI Darden Restaurants, Inc. PURCHASE
IR Ingersoll Rand Inc. PURCHASE
FDX FedEx Corporation SOLD
F Ford Motor Company PURCHASE
STZ Constellation Brands, Inc. PURCHASE
MU Micron Technology, Inc. SOLD (FULL)
VZ Verizon Communications Inc. PURCHASE
SHOP Shopify Inc. SOLD
INTU Intuit Inc. PURCHASE
IBM International Business Machines Corporation PURCHASE
CDNS Cadence Design Systems, Inc. PURCHASE
NOW ServiceNow, Inc. PURCHASE
SBAC SBA Communications Corporation PURCHASE
SE Sea Limited PURCHASE
UBER Uber Technologies, Inc. PURCHASE
MELI MercadoLibre, Inc. PURCHASE
BABA Alibaba Group Holding Limited SOLD
TSM Taiwan Semiconductor Manufacturing Company Limited SOLD
TFX Teleflex Incorporated SOLD
MDLZ Mondelez International, Inc. PURCHASE
HCA HCA Healthcare, Inc. SOLD
ON ON Semiconductor Corporation SOLD
ETN Eaton Corporation plc SOLD
ACGL Arch Capital Group Ltd. SOLD
AES The AES Corporation PURCHASE
AOS A. O. Smith Corporation SOLD
TXT Textron Inc. SOLD
STE STERIS plc PURCHASE
CI Cigna Corporation SOLD
DG Dollar General Corporation PURCHASE
CNP CenterPoint Energy, Inc. PURCHASE
PWR Quanta Services, Inc. PURCHASE
FCX Freeport-McMoRan Inc. SOLD
EXR Extra Space Storage Inc. SOLD
CPB Campbell Soup Company PURCHASE
MNDY monday.com Ltd. PURCHASE
MTSI MACOM Technology Solutions Holdings, Inc. PURCHASE
CRWD CrowdStrike Holdings, Inc. PURCHASE
WMS Advanced Drainage Systems, Inc. SOLD
AAON AAON, Inc. SOLD
BRO Brown & Brown, Inc. SOLD
CLH Clean Harbors, Inc. SOLD
ELF e.l.f. Beauty, Inc. SOLD
CMG Chipotle Mexican Grill, Inc. SOLD
LW Lamb Weston Holdings, Inc. SOLD
FIX Comfort Systems USA, Inc. SOLD
AXON Axon Enterprise, Inc. SOLD
MANH Manhattan Associates, Inc. SOLD
IBP Installed Building Products, Inc. SOLD
GPK Graphic Packaging Holding Company SOLD
APPF AppFolio Inc. SOLD
FTNT Fortinet, Inc. SOLD
CHDN Churchill Downs Incorporated SOLD
CELH Celsius Holdings, Inc. SOLD
ICE Intercontinental Exchange, Inc. SOLD
HQY HealthEquity, Inc. SOLD
EME EMCOR Group, Inc. SOLD
DECK Deckers Outdoor Corporation SOLD
BAH Booz Allen Hamilton Holding Corporation SOLD
HEI HEICO Corporation SOLD
DBX Dropbox, Inc. SOLD